CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.86K ﹤0.01%
+109
702
$5.85K ﹤0.01%
+61
703
$5.85K ﹤0.01%
+26
704
$5.83K ﹤0.01%
+50
705
$5.82K ﹤0.01%
+531
706
$5.78K ﹤0.01%
+67
707
$5.75K ﹤0.01%
+43
708
$5.74K ﹤0.01%
+34
709
$5.66K ﹤0.01%
100
710
$5.57K ﹤0.01%
+14
711
$5.56K ﹤0.01%
+71
712
$5.44K ﹤0.01%
90
713
$5.39K ﹤0.01%
+55
714
$5.38K ﹤0.01%
+16
715
$5.34K ﹤0.01%
111
716
$5.33K ﹤0.01%
+18
717
$5.29K ﹤0.01%
64
-27
718
$5.26K ﹤0.01%
+61
719
$5.26K ﹤0.01%
556
720
$5.25K ﹤0.01%
29
+28
721
$5.21K ﹤0.01%
+34
722
$5.21K ﹤0.01%
+35
723
$5.2K ﹤0.01%
+23
724
$5.19K ﹤0.01%
+46
725
$5.19K ﹤0.01%
+140
27 28
29
30 31